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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE SUITE 320E · WHITE PLAINS, NY 10604 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102 | $47,922-99.8% | $75,900-99.9% | $65,186-99.8% |
| Participation rate | 5.3% | 63.0%-57.6pp | 69.3%-63.9pp | 70.2%-64.9pp |
| Annual return | 0.00% | 24.12%-24.1pp | 30.73%-30.7pp | 29.39%-29.4pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,501-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3 | $2,550-99.9% | $3,604-99.9% | $3,514-99.9% |
| Admin fee / account holder | $0 | $532-100.0% | $5,421-100.0% | $847-100.0% |